Commit Graph

2 Commits

Author SHA1 Message Date
Gitead
75c49ab1df feat: chatbot rendering provider override and NPI provider ordering
- AI chat extracts 'with provider <name>' and routes claim to that provider
- Claim form reads provider from sessionStorage before any async effects run,
  preventing saved claim/procedure data from overriding the chatbot selection
- NPI provider settings table shows Provider #1 / #2 labels with up/down
  reorder buttons; Provider #1 is always the default for claims
- Default provider now uses sortOrder instead of hardcoded 'Mary Scannell'
- Added sortOrder column to NpiProvider schema with migration

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-11 13:17:05 -04:00
Gitead
7360b1930b feat: add provider column, commission tracking, and report provider filter
- Claims & Payments: save npiProviderId when submitting MH claim; sync between claim and payment on update
- Claims table: add Provider column showing rendering provider name
- Payments table: add Provider column + purple Commissioned badge on status
- Claim edit modal: add Rendering Provider dropdown (defaults to Mary Scannell)
- Payment edit modal: add Rendering Provider dropdown + Commissioned metadata display
- Reports page: add Provider filter dropdown (dynamic from NPI providers settings)
- Reports page: remove Collections by Doctor report type and Select Doctor dropdown
- Commission section: new section in reports page with date range + provider filter, shows eligible paid claims/payments per provider, multi-select checkboxes, Pay Commission modal with print + save, marks payments as commissioned so they are excluded from future cycles
- DB: add CommissionBatch and CommissionBatchItem tables; backfill Payment.npiProviderId from linked claims
- Backend: PATCH /api/payments/:id/provider syncs to linked claim; PUT /api/claims/:id syncs to linked payment; new /api/commissions routes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 23:51:39 -04:00